Automation emails are a cornerstone of effective digital marketing, enabling you to engage with your audience at precisely the right moments. This guide will lead you through the process of creating an email for use in automated campaigns within our platform.
Step 1: Initiating the Process
Begin by navigating to the "Campaigns" tab in our interface. Here, select "Automation Emails" to access the section dedicated to automated messaging. Click on the "New" button, typically highlighted in blue, to start crafting your automated email.
Step 2: Setting Up Your Campaign
A new window will appear, prompting you to define the specifics of your email campaign:
Select the Campaign Type: Choose the appropriate type of campaign choosing from a "Campaign Email", "Direct Email" and a "Text Message".
Name Your Campaign: Enter a distinctive name for your campaign to easily identify it later.
Adding Tags (Optional): Tags can be added to categorize and organize your campaign for easier retrieval and analysis.
Step 3: Saving Your Campaign
Upon reaching the "Preview" step you should choose a Subject for your email. After inputting all necessary information, ensure to finalise your campaign. By clicking on "Finalise Campaign" your new automation email will be listed among other automated emails, ready for integration into your marketing automations.
Step 4: Integration into Automations
Now that your email is created and saved, it can be selected and utilised within any automation workflow you design.
Important Consideration
Creating effective automations is a sophisticated process with a significant impact on your marketing outcomes. We strongly recommend consulting with our team prior to setting up an automation. This guidance ensures that your automated processes are optimised for success and avoid any potential pitfalls.